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Apple shares owned by One Wealth Management Investment & Advisory Services

Quarter-by-quarter ownership of Apple (AAPL) shares owned by One Wealth Management Investment & Advisory Services from 13F filings

Historical chart of One Wealth Management Investment & Advisory Services investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by One Wealth Management Investment & Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by One Wealth Management Investment & Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 49k 254.63
2025-06-30 $9.9M 48k 205.17
2025-03-31 $9.5M 43k 222.13
2024-12-31 $11M 42k 250.42
2024-09-30 $9.6M 41k 233.00
2024-06-30 $9.6M 46k 210.62
2024-03-31 $8.2M 48k 171.48
2023-12-31 $10M 52k 192.53